Connor Clark & Lunn Investment Management Ltd. Purchases New Holdings in UnitedHealth Group Incorporated $UNH

Connor Clark & Lunn Investment Management Ltd. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 293,392 shares of the healthcare conglomerate's stock, valued at approximately $121,943,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the 4th quarter worth approximately $25,000. Anfield Capital Management LLC raised its position in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group during the fourth quarter worth $27,000. Nalls Sherbakoff Group LLC bought a new stake in UnitedHealth Group during the fourth quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $29,000. Institutional investors own 87.86% of the company's stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company's stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares of the company's stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.19% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on UNH shares. Morgan Stanley boosted their price objective on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an "overweight" rating in a research report on Friday, July 17th. Robert W. Baird upgraded UnitedHealth Group from an "underperform" rating to a "neutral" rating and lifted their target price for the company from $287.00 to $453.00 in a research note on Thursday, July 16th. Barclays raised their price target on UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a report on Monday, July 20th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Cantor Fitzgerald reissued an "overweight" rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $456.56.

Key Headlines Impacting UnitedHealth Group

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock's Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $396.78 on Wednesday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $356.14 billion, a PE ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62. The stock has a 50 day simple moving average of $413.51 and a 200-day simple moving average of $358.11.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the business earned $4.08 EPS. The firm's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio is currently 59.72%.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company's benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source